Lucha Capital Management as of March 31, 2019
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 28 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Electronic Arts (EA) | 7.1 | $26M | 254k | 101.63 | |
| Godaddy Inc cl a (GDDY) | 5.6 | $20M | 272k | 75.19 | |
| Paypal Holdings (PYPL) | 5.5 | $20M | 192k | 103.84 | |
| Worldpay Ord | 5.5 | $20M | 174k | 113.50 | |
| Wayfair (W) | 4.9 | $18M | 120k | 148.45 | |
| Euronet Worldwide (EEFT) | 4.7 | $17M | 120k | 142.59 | |
| Akamai Technologies (AKAM) | 4.6 | $17M | 232k | 71.71 | |
| Take-Two Interactive Software (TTWO) | 4.4 | $16M | 170k | 94.37 | |
| Dropbox Inc-class A (DBX) | 4.2 | $15M | 706k | 21.80 | |
| RealPage | 4.2 | $15M | 249k | 60.69 | |
| Alliance Data Systems Corporation (BFH) | 4.0 | $15M | 83k | 174.98 | |
| Fair Isaac Corporation (FICO) | 4.0 | $14M | 53k | 271.62 | |
| NVIDIA Corporation (NVDA) | 4.0 | $14M | 80k | 179.56 | |
| Zendesk | 3.7 | $14M | 159k | 85.00 | |
| Guidewire Software (GWRE) | 3.7 | $13M | 138k | 97.16 | |
| 2u (TWOU) | 3.2 | $12M | 166k | 70.85 | |
| Tesla Motors (TSLA) | 3.1 | $11M | 40k | 279.85 | |
| S&p Global (SPGI) | 3.1 | $11M | 53k | 210.56 | |
| Ceridian Hcm Hldg (DAY) | 2.8 | $10M | 198k | 51.30 | |
| Booking Holdings (BKNG) | 2.7 | $9.7M | 5.6k | 1744.92 | |
| Nxp Semiconductors N V (NXPI) | 2.6 | $9.5M | 108k | 88.39 | |
| Match | 2.4 | $8.8M | 155k | 56.61 | |
| CarMax (KMX) | 1.9 | $7.0M | 100k | 69.80 | |
| Zillow Group Inc Cl A (ZG) | 1.9 | $6.8M | 200k | 34.20 | |
| Tableau Software Inc Cl A | 1.8 | $6.5M | 51k | 127.28 | |
| Carvana Co cl a (CVNA) | 1.6 | $5.8M | 100k | 58.06 | |
| Green Dot Corporation (GDOT) | 1.5 | $5.5M | 91k | 60.65 | |
| Advanced Micro Devices (AMD) | 1.1 | $3.8M | 150k | 25.52 |
